05/28/2025, 02:15 PM UTC
对英特尔和三星的艰巨前景A Daunting Prospect For Intel and Samsung
➀ 台积电（TSMC）公布未来十年的先进制程路线图，巩固其在高端逻辑制造领域的统治地位，对英特尔和三星构成巨大压力；
➁ 英特尔和三星在GAA、BSPD及高数值孔径EUV技术上押注失败，台积电成为当前唯一可靠的先进制程代工选择；
➂ 台积电凭借卓越执行力形成事实垄断，尽管其以诚信和责任感维持行业信任，但仍引发对半导体行业竞争格局的担忧。
➀ TSMC’s advanced roadmap for the decade positions it as the dominant leader in leading-edge logic manufacturing, creating pressure on Intel and Samsung;
➁ Intel and Samsung’s high-risk bets on GAA, BSPD, and high-NA EUV technologies failed to surpass TSMC, leaving the latter as the sole trusted choice for cutting-edge foundry services;
➂ TSMC’s execution excellence has led to a de facto monopoly, raising industry concerns about reduced competition despite its reputation for fairness and responsibility.
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